Craig Castanos
Craig Castanos is a CFP-designated registered investment advisor at Craig V. Castanos CPA, based in San Diego, CA, with 15 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning services are offered on a fixed-fee arrangement, ranging from $1,000 to $5,000, based on the complexity of assets, number of areas analyzed, and depth of analysis required.
- Fees may also be charged on an hourly basis at a rate of $300 per hour.
Location
401 B Street, Suite 2300, San Diego, CA, 92101
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig sells fixed insurance products at the branch. He also offers tax and accounting services through Craig V Castanos, CPA, at the branch.
Employment History
Current Registrations
Craig V. Castanos CPA
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.